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Lifeworks Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lifeworks Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,952
Closed -$264K – 341
2024
Q4 		$264K Buy
2,952
+305
+12% +$28.1K 0.05% 254
2024
Q3 		$237K Buy
+2,647
New +$229K 0.05% 259

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lifeworks Advisors's VTWO Position: Q1 2025 in Review

Lifeworks Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 2,952 shares — an estimated $264K sold.

Lifeworks Advisors first reported a position in VTWO in Q3 2024 and held it in 2 quarters. The position peaked at $264K in Q4 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

  • Lifeworks Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 2,952 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $264K.
  • Lifeworks Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 2 quarters.
  • Lifeworks Advisors's Vanguard Russell 2000 ETF position peaked at $264K in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.